Agency Bill Automation
Trust accounting you can trust.
Premium in. Carrier paid. Trust balanced.
A/R Balances, Installment Billing. Done.
Compatible with your Premium Finance vendors.
Process Carrier Statements w/o A/P Date treasure hunt.
ACH, Wire, EFT, Lockbox, Checks. Done.
From premium collection to carrier disbursement.
System that understands the intricacies of trust accounting
Every payment. Every policy. Matched in seconds.
Checks, ACH, wires, lockbox - Eventual matches every incoming premium to the right policy automatically. 1,000+ carriers supported out of the box.
Disburse on time. Every carrier. Every cycle.
Automatically calculate what's owed to each carrier, net your commission, and generate disbursement files on schedule.
| Carrier | Payable | Due Date | Status |
|---|---|---|---|
| Hartfield Insurance | $21,088.50 | Mar 15 | Disbursed |
| Coastwide General | $16,145.80 | Mar 15 | Disbursed |
| Zurick Insurance | $44,285.00 | Mar 20 | Disbursed |
| NetLife Mutual | $27,124.40 | Mar 20 | Disbursed |
| Brookshire Ltd | $12,340.00 | Apr 01 | Scheduled |
Many Trusts, Premium Finance Vendors? Got it.
Multiple trust accounts, premium finance vendors, branch-level segregation - Eventual reconciles them all in one place.
Numbers that matter
Scales with your agency, not against it
Get a live demo50 carriers or 500. It just works.
Your divisions, your GL, auto-routed.
Entries route to the right systems, the right accounting period, the right transaction code. Multiple divisions, multiple GLs. Done.
Compliance built in, not bolted on.
Balances tracked per carrier, per client, per policy transaction. Every reconciliation creates a permanent, auditable trail from A/R to A/P.
Comprehensive coverage.
Comprehensive coverage across your Billing, A/R, A/P and Treasury teams because Agency Bill is complex but shouldn't be.
